A task can stand alone or link to a company, contact, document or stock item.
Click + next to Tasks in the navigation bar. On a company page, click Add Task instead. On a document or stock item, click Tasks in the action bar and then +.
Enter the Task: what needs to be done.
Choose the Type, such as Call, Email or Meeting.
Check the Priority and Status. They start with the defaults set in Settings → App. Only open statuses are offered; you close a task later from the list.
Set the Date. It defaults to today, all day. Untick All Day to set a time in 15-minute steps.
In Link to, type at least two characters to search companies, contacts, documents and stock items, then choose one. The field is locked when you open the form from the Tasks button on a record.
Check the Owner. It defaults to you. To assign the task to others, click + under Assigned Users (optional).
Click the tick to save.
An empty required field is outlined in red. Once a task exists, you change it in its row in the task list, not in this form.
For every field, private tasks, repeating tasks and tasks that block shipping, see Tasks.